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Drucker Wealth 3.0’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Drucker Wealth 3.0’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Sell
26,360
-4,996
-16% -$267K 0.24% 84
2026
Q1 		$1.52M Buy
31,356
+31
+0.1% +$1.53K 0.26% 84
2025
Q4 		$1.47M Sell
31,325
-536
-2% -$25K 0.26% 84
2025
Q3 		$1.48M Sell
31,861
-296
-0.9% -$13.3K 0.26% 87
2025
Q2 		$1.42M Buy
32,157
+12,060
+60% +$486K 0.27% 81
2025
Q1 		$819K Buy
20,097
+5,948
+42% +$262K 0.18% 82
2024
Q4 		$636K Buy
14,149
+2,439
+21% +$113K 0.15% 100
2024
Q3 		$533K Buy
11,710
+4
+0% +$176 0.13% 107
2024
Q2 		$486K Buy
+11,706
New +$488K 0.13% 110

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Drucker Wealth 3.0's SPSM Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 16% in Q2 2026, selling an estimated $267K and leaving 26,360 shares worth $1.52M. The position accounts for 0.24% of the portfolio, ranked #84.

Drucker Wealth 3.0 first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Drucker Wealth 3.0 held 26,360 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.52M as of Q2 2026.
  • Drucker Wealth 3.0 sold 4,996 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $267K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.24% of Drucker Wealth 3.0's portfolio in Q2 2026, its #84 holding.
  • Drucker Wealth 3.0 first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.